|
2012
February 2012
18 February 2012
In this week's Thoughts from the Frontline John Mauldin concentrates on the US economy and looks at debts, deficits and unemployment. He proposes a list of points to be considered when tackling the debt burden. While none will be easy, a plan of action is necessary. He ends the letter by providing some interesting thoughts on his take on employment in the future.
Please click here to read the full article.
10 February 2012
In this week's Thoughts from the Frontline John Mauldin has a look at the economics of politics and asks whether a different president would actually make a substantial difference to the economy. He compares various presidential policies and how these could have influenced various scenarios, like the high debt burden and the property bubble. He then explains the difference between the situations in the Eurozone and the US in terms of the advantage of having a printing press for a single country, and not being burdened by different motives of different members.
Please click here to read the full article.
Enjoy the read.
4 February 2012
In this week's Thoughts from the Frontline John Mauldin explains why there are no easy decisions for governments today. He then looks at recently released US employment data and shows that while these may seem good initially, there are still problems on the employment front. To end this week’s letter he briefly discusses Greece and asks some probing questions about US healthcare affordability.
Please click here to read the full article.
Enjoy the read.
January 2012
28 January 2012
In this week's Thoughts from the Frontline John Mauldin comments on the Fed’s decision to keep rates at 0,25% till late 2014. He explains why this is perhaps not as positive as first thought and shows the wide range of opinions of members regarding their expectations of a rate hike. He then looks at the most recent US GDP number and why he regards it as soft. He ends the letter with a few comments on Europe, focusing on LTRO and the Greek Exhaustion Syndrome.
Please click here to read the full article.
Enjoy the read.
21 January 2012
In this week's Thoughts from the Frontline John Mauldin goes into more detail regarding the situation in Europe. He highlights the three problems facing the Eurozone and explains why they need to be dealt with together. He then provides a few graphs to illustrate the difficulties still ahead, and finally provides a list of steps Europe should take to end the crisis.
Please click here to read the full article.
Enjoy the read.
14 January 2012
The End of Europe?
In this week's Thoughts from the Frontline John Mauldin concentrates on the US and explains in detail the difficulties associated with reducing the debt to GDP ratio. He also looks at Europe by highlighting the problems that would be faced with a country deciding to leave the EU and go back to their own currency. The last part of the letter looks at the proposed Keystone XL pipeline running between the US and Canada.
Please click here to read the full article.
Enjoy the read.
2011
December 2011
17 December 2011
The Centre Cannot Hold
In this week's Thoughts from the Frontline John Mauldin concentrates on the US and explains in detail the difficulties associated with reducing the debt to GDP ratio. He also looks at Europe by highlighting the problems that would be faced with a country deciding to leave the EU and go back to their own currency. The last part of the letter looks at the proposed Keystone XL pipeline running between the US and Canada.
Please click here to read the full article.
Enjoy the read.
10 December 2011
A Player to be named later
In this week's Thoughts from the Frontline John Mauldin looks at the most recent EU summit. He explains the difficulties facing any country considering leaving the EU, as well as the rules being put in place to ensure European countries run sustainable economies and debt levels. He also comments on the requirement of an enforcer of these rules and the apparent vacancy that will be left by the UK if it excuses itself from these rules.
Please click here to read the full article.
3 December 2011
Time to Bring Out the Howitzers
In this week's Thoughts from the Frontline John Mauldin comments on the wide variety of economic highlights of the past week. He first looks at the Non-farm payrolls and questions the drop in unemployment form 9.0% to 8.6%. He then looks at PMI’s of leading economies and the fragile nature of the state of these economies. He ends with what was probably the highlight of the week with central bankers coming together and putting up a united front.
Please click here to read the full article.
Enjoy the read.
November 2011
26 November 2011
Changing the Rules in the Middle of the Game
In this week's Thoughts from the Frontline John Mauldin again looks at Europe, but from Germany’s perspective. He questions whether it’s possible to change the rules regarding the ECB and how much can be read into the failed German Bond offering. He then explains the ‘Bang! ’ moment and why it makes planning difficult. The letter ends with a look at China and the possibility of a trade shortfall in 2012.
Please click here to read the full article.
Enjoy the read.
19 November 2011
Print or Perish
In this week's Thoughts from the Frontline John Mauldin looks at Europe and the options it has left. Printing more money seems to be the only viable solution. He then looks at the German and French perspectives on the Eurozone's problems and paints a picture of how everything might play out.
Enjoy the read.
Please click here to read the full article.
12 November 2011
Where is the ECB Printing Press?
In this week's Thoughts from the Frontline John Mauldin looks at the enormous problem the Eurozone is facing and how this came about with all the leveraging that was allowed in the financial sector. He then discusses possible solutions and also what the crisis may come to in a few years' time.
Enjoy the read.
Please click here to read the full article.
5 November 2011
Where Will the Jobs Come From?
In this week's Thoughts from the Frontline John Mauldin looks at unemployment across the globe and asks where the jobs are going to come from. He then discusses writing a book on job creation, and what can be done to improve the employment levels. In the last part of the letter he looks at the impact of increasing the tax rate for the wealthiest individuals in the economy.
Enjoy the read.
Please click here to read the full article.
October 2011
29 October 2011
European Summit: A Plan with No Details
In this week's Thoughts from the Frontline John Mauldin discusses the European summit and the plans the Eurozone has put in place. He briefly looks at the new ECB president and comments on the leverage plans adopted in the EFSF. He ends by explaining the impact on CDSs as the ‘haircut’ was considered voluntary and not a default.
Enjoy the read.
Please click here to read the full article.
15 October 2011
Can "It" Happen Here?
In this week's Thoughts from the Frontline John Mauldin focuses on inflation, and more specifically hyperinflation. He uses an article by Art Cashin to give an example of hyperinflation experienced in Germany in the early 1900s. In the rest of the letter he looks at whether hyperinflation is a viable strategy for debt reduction and whether it is plausible for the US to experience this.
Enjoy the read.
Please click here to read the full article.
8 October 2011
An Irish Haircut
In this week's Thoughts from the Frontline John Mauldin reports on his recent visit to Ireland. He explains the current Irish economic conditions and compares these to the situation in Greece. With Europe being the centre of financial concern, this puts into perspective the thinking in some parts of the Eurozone.
Enjoy the read.
Please click here to read the full article.
1 October 2011
Tough Choices, Big Opportunities
In this week's Thoughts from the Frontline John Mauldin publishes an interview he recently conducted with Kate Welling who writes the Welling@Weeden financial newsletters. They cover the general state of the US and European economies and discuss the medicine these governments have to take in order to get through the difficult situations.
Enjoy the read.
Please click here to read the full article.
September 2011
24 September 2011
Catastrophic Success
In this week's Thoughts from the Frontline John Mauldin discusses the most recent Fed action and the impact it has had on the yield curve. He then touches on housing by looking at small homes on a no-money-down option and asks whether social security is just the greatest Ponzi scheme. He ends the letter with a look at the advances in medicine and the impact it has had on life expectancy.
Enjoy the read.
Please click here to read the full article.
17 September 2011
Twist and Shout?
In this week's Thoughts from the Frontline John Mauldin looks at the current financial crisis regarding the banks in Euroland and whom it might be affecting. He also wonders what Germany might do, as the world is waiting for some action. He summarises it in how all of this is going to be managed by the central banks of the world, in particular the ECB and the Fed of the US.
Enjoy the read.
Please click here to read the full article.
11 September 2011
Preparing for a Credit Crisis
In this week's Thoughts from the Frontline John Mauldin looks at various concerns in the market. He focuses on the Eurozone by looking at austerity measures and the consequences of a euro break-up. He then touches on the possibility of a US recession and how to prepare for a credit crisis, should one occur.
Enjoy the read.
Please click here to read the full article.
3 September 2011
Its All About the Jobs and Gold
In this week's Thoughts from the Frontline John Mauldin does an in-depth analysis of the unemployment situation in the US. He comments on the recent non-farm payroll and what this means for the economy. He then looks at how many jobs need to be created on a regular basis in order to maintain and reduce unemployment levels. In conclusion, he expresses his opinion on gold and the status it has in his personal portfolio.
Enjoy the read.
Please click here to read the full article.
August 2011
27 August 2011
The end of the world: part 1
In this week's Thoughts from the Frontline John Mauldin covers a few interrelated topics. He looks at US GDP and compares it to the University of Michigan consumer sentiment index released last week. He then comments on the Eurozone crisis and the difficulty faced by Germany as the forced "big brother" in the whole scenario. He also comments on the Jackson Hole speech by Ben Bernanke.
Enjoy the read.
Please click here to read the full article.
20 August 2011
The Recession of 2011?
In this week's Thoughts from the Frontline John Mauldin looks at the possibility of a US recession. He looks at various economic indicators pointing to difficult times ahead in the US. He then overlays the European situation with reference to the problems in the banking sector and comments on the global effect if a US recession materialises.
Enjoy the read.
Please click here to read the full article.
12 August 2011
The Beginning of the Endgame
In this week’s edition of John Mauldin’s weekly e-letter Thoughts from the Frontline, he paints a rather sombre picture of the massive indebtedness of governments, especially in the developed world. And while many cling to the hope that “this time it’s different”, John believes there are no good endings once you start down a deleveraging path. Read on, if you dare!
Enjoy the read.
Please click here to read the full article.
5 August 2011
The Case for Going Global Is Stronger Than Ever
In this week's Thoughts from the Frontline John Mauldin uses an article by Keith Fitz-Gerald, chief investment strategist of Money Map Press, to highlight the benefits of globalisation, especially into emerging markets. He then talks about where growth is most likely to come from and whether conventional asset allocation is appropriate in current market conditions.
Enjoy the read.
Please click here to read the full article.
29 July 2011
An Economy at Stall Speed
In this week's Thoughts from the Frontline John Mauldin looks at the recent disappointing GDP numbers coming out of America. Not only were the latest numbers a surprise on the downside, but the revision of the first quarter's GDP also showed a significant drop. This of course means the “R” word is back. Mauldin then weighs up differences in Europe and the US and discusses the influence on the dollar/euro exchange rate.
Enjoy the read.
Please click here to read the full article.
21 July 2011
Kicking the Can Down the Road One More Time
In this week's Thoughts from the Frontline John Mauldin focuses on two topics, namely the debt crisis in Europe and unemployment in the US. He explains the existing Greek and Irish scenarios and points out the difficulty should Italy follows suit. With regard to US unemployment, he shows in a table the number of jobs that need to be created per year to bring unemployment down to a lower level.
Enjoy the read.
Please click here to read the full article.
18 July 2011
Back to the Basics
In this week's Thoughts from the Frontline John Mauldin has an in-depth look at the GDP calculation. He explains the various factors that make up GDP and how changes in these factors affect the output. He then answers a letter by a reader and explains the effect of increasing the current deficit even further. He ends this week’s letter with a quick summary of the recent announcement by the Greek deputy finance minister.
Enjoy the read.
Please click here to read the full article.
11 July 2011
What Happened to the Jobs?
In this week's Thoughts from the Frontline John Mauldin discusses the US Jobs report with reference to the increasing unemployment rate. Optimists, however, prefer to see this as just a bad patch. The Obama administration's proposed stimulus to cut unemployment has not been as effective as expected, as roughly 42% of the US working-age population is currently unemployed. This equates to the lowest employment/population ratio since 1983. In addition, the cut in government spending could be negative for future economic growth at a time when the US needs 3-3.5% GDP growth to really make a dent in unemployment.
Please click here for the full article.
4 July 2011
In this week's Thoughts from the Frontline John Mauldin talks about what the next six months could look like. He is concerned about what can be expected of Europe with regard to the Greek situation, and whether a commodity bubble really exists. The Greeks need more euros in loans and rollovers. Germany is not keen on more bailouts, but Greece has NO money to bail out its banks. This could put Europe into a recession. And that is not good for US exports or for China.
He ends off by stating that he would be very careful about any long-only trades, whether it be stocks or commodities or bonds. There simply seems to be too much uncertainty.
Please click here to view the full article.
June 2011
27 June 2011
The Contagion Risk of Europe
In this week's Thoughts from the Frontline John Mauldin contemplates the possibility of the euro being abolished. With the trouble facing Greece and other Eurozone countries, the question of its survival is at the top of many lists. He provides some insight into why the abolition is possible and what steps will need to be taken.
Please click here for the full article.
20 June 2011
All for one euro and one euro for all?
In this week's Thoughts from the Frontline John Mauldin takes a look at the continued difficulties being faced in Europe. He highlights the challenges of economic versus political theory and the changing attitude of the ECB. He then provides some opinions from leading economists about what awaits the EU.
Please click here for the full article.
13 June 2011
Time to Get Outraged.
In this week's Thoughts from the Frontline John Mauldin wonders whether it is the right time to buy a house, particularly in the US and Europe. He then explains the credit default swap market as it relates to Greece, Ireland and Portugal and the bets being made by banks regarding the possibility of defaults. He ends the letter by discussing the employment opportunities created by start-ups.
Please click here for the full article.
6 June 2011
Economic Whiplash
In this week's Thoughts from the Frontline John Mauldin covers a few interesting topics. He briefly discusses the Velocity Indicator as calculated by GaveKal, which shows the difficult situation faced by world markets. He then uses an article by Martin Wolf to describe the European dilemma by comparing various countries within the Eurozone.
Please click here for the full article.
|
